Job Information
Robert Half Sr Financial Analyst - Data admin and Fund Accounting in San Francisco, California
Description
For faster consideration, please view my Linkedin under Charlie O'Brien and send me your resume
Our client is a fully integrated real estate platform specializing in residential and mixed-use properties. They focus on optimizing underutilized multifamily properties in San Francisco.
Primary Responsibilities
Prepare reports for lenders and investors.
Track and issue capital calls to investors.
Manage investor CRM platforms, entity information software, and file storage systems.
Assist with investor-related marketing efforts, including conference planning and coordinating investor meetings.
Aid in reviewing, drafting, and executing legal and loan documents.
Coordinate document production and work with outside counsel.
Organize and manage legal documentation storage.
Support special projects, analyses, and other ad hoc duties as needed.
Company Features
Significant growth opportunities with exposure to management and different teams.
Experience with various portfolios, including institutional investors like The Carlyle Group and Goldman Sachs.
Opportunity to help revamp processes and procedures from the ground floor.
Annual offset.
Quarterly team happy hours.
Collaborative and flexible work environment.
Fully remote.
Requirements
Ideal Candidate/Keys
Senior Analyst, Finance:
3+ years of experience with CRM platforms such as Juniper Square, Zendesk, or DealCloud.
Preferably has real estate experience.
Strong Excel skills and tech-savvy, particularly in database cleanup and migration from Juniper Square and Zendesk to DealCloud.
Open to candidates with audit/tax backgrounds.
Must be flexible, ready to take on new tasks in a newly created role and team, and an excellent communicator for a fully remote position.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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